Grimes & Company, Inc. - Q12026 Holdings

Grimes & Company, Inc. holds 433 stocks with a total portfolio value of $ 3.61B as of Q12026. In Q12026, Grimes & Company, Inc. added 20 new positions, increased stakes in 212 stocks, reduced 181 holdings, and fully exited 47 positions. The largest holding is Ishares Tr (IEFA), representing 8.97% of the total portfolio.